ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 417 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.28 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $5,929,539 | +12.1% | 20,900 | 0.0% | 0.50% | +2.0% |
| Q3 2022 | $5,288,000 | -5.9% | 20,900 | 0.0% | 0.49% | +0.4% |
| Q2 2022 | $5,620,000 | -6.9% | 20,900 | 0.0% | 0.49% | +6.3% |
| Q1 2022 | $6,036,000 | -3.9% | 20,900 | 0.0% | 0.46% | -5.1% |
| Q4 2021 | $6,278,000 | +8.9% | 20,900 | 0.0% | 0.49% | -3.2% |
| Q3 2021 | $5,767,000 | +1.1% | 20,900 | 0.0% | 0.50% | +0.2% |
| Q2 2021 | $5,703,000 | -29.4% | 20,900 | -66.7% | 0.50% | -31.9% |
| Q1 2021 | $8,078,000 | +54.8% | 62,798 | +166.6% | 0.74% | +33.0% |
| Q4 2020 | $5,217,000 | +9.9% | 23,557 | +12.7% | 0.55% | +5.7% |
| Q3 2020 | $4,748,000 | +4.7% | 20,900 | -3.7% | 0.52% | -6.9% |
| Q2 2020 | $4,537,000 | +15.6% | 21,707 | +3.9% | 0.56% | -3.9% |
| Q1 2020 | $3,925,000 | -12.5% | 20,900 | +0.5% | 0.59% | +18.6% |
| Q4 2019 | $4,487,000 | +14.1% | 20,800 | 0.0% | 0.49% | +1.9% |
| Q3 2019 | $3,932,000 | -3.2% | 20,800 | 0.0% | 0.48% | -3.2% |
| Q2 2019 | $4,062,000 | – | 20,800 | – | 0.50% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 46,794 | $11,507,000 | 7.35% |
| Sowa Financial Group, Inc. | 30,388 | $7,473,000 | 5.03% |
| First Citizens Financial Corp | 19,195 | $4,672,000 | 4.07% |
| JGP Wealth Management, LLC | 58,474 | $14,776,000 | 3.42% |
| Oakworth Capital, Inc. | 95,927 | $23,589,000 | 3.06% |
| HC Advisors, LLC | 12,738 | $3,132,000 | 2.14% |
| Cadent Capital Advisors, LLC | 16,091 | $3,957,000 | 1.95% |
| Kesler, Norman & Wride, LLC | 28,270 | $6,952,000 | 1.94% |
| PETTYJOHN, WOOD & WHITE, INC | 22,458 | $5,523,000 | 1.41% |
| Mine & Arao Wealth Creation & Management, LLC. | 7,900 | $1,943,000 | 1.40% |